See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,875 | $22,587-69.6% | $65,255-89.5% | $75,163-90.9% |
| Participation rate | 24.4% | 63.1%-38.7pp | 65.0%-40.6pp | 67.2%-42.8pp |
| Annual return | 28.17% | 71.03%-42.9pp | 47.35%-19.2pp | 160.62%-132.4pp |
| Employer contribution / active EE | $284 | $941-69.8% | $1,691-83.2% | $2,670-89.4% |
| Participant deferral / active EE | $373 | $1,695-78.0% | $2,831-86.8% | $4,125-91.0% |
| Admin fee / account holder | $1 | $1,876-99.9% | $4,112-100.0% | $5,651-100.0% |